PALOUSE CAPITAL MANAGEMENT, INC.
C49
CRD 104573·SEC 801-46893·SPOKANE, WA
AUM
$408.5M
$100M-$500M
Est. Revenue
$4.1M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $293.3M
'21 · $314.8M
'22 · $234.1M
'23 · $264.4M
'25 · $326.5M
'26 · $408.5M
'20'26
$293.3M → $408.5M▲ +39%
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 3 advisors
'22 · 4 advisors
'23 · 4 advisors
'25 · 3 advisors
'26 · 2 advisors
'20'26
3 advisors → 2 advisors▼ -33%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
1212 N. WASHINGTON ST.SUITE 300SPOKANE, WA 99201
Business
1212 N. WASHINGTON ST.SUITE 300SPOKANE, WA 99201
Edgar Recent Filings
13F-HR2026-04-24 · 0001056516-26-000002
13F-HR2026-01-23 · 0001056516-26-000001
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